Commercial Lines Client Success Advisor

divh2Commercial Lines Account Manager/h2pThe Commercial Lines Account Manager at GIA Insurance Agency performs the essential functions of the position, which include the supporting service needs of clients. Specific service responsibilities are assigned. Meets sales, service, and quality standards adopted by the agency./ppBenefits/Perks/pulliCompetitive Pay/liliProfessional Development/liliJob Stability in a growing industry/li/ulpResponsibilities/pulliPre-qualifies and analyzes clients commercial lines coverage needs. Recommends coverage and refers rating quotes to appropriate team members to sell additional coverage or new accounts./liliActively solicits increases in coverage or rounding out accounts through sales to clients at every service contact./liliRecommends excess and surplus coverages, as needed to meet client insurance needs. Educates clients as to coverage limitation and documents on the system./liliPresents proposals to clients and prospects./liliReviews applications for insurance and has insured sign them. Submits to eligible and appropriate carriers and follows up to ensure timely receipt of policies or quotations./liliAt each service contract, reviews current client coverages and recommends changes in coverage and in markets, as needed to ensure high quality coverage./liliMonitors renewal list and renewal quotes daily to ensure policies are renewed./liliMeets GIA Business Plan (GBP) action plan goals./liliAssists clients with making coverage changes and completes all service requests for clients./liliInforms clients of policy changes, exclusions of coverages and insurance coverage needs./liliExplains coverages and exclusions to clients. Uses every service contact as opportunity to review and market appropriate coverage./liliHandles client payments. Verifies coverage status processes, as appropriate./liliGenerates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client./liliAssists clients in submitting first reports of claims. Obtains adjusters or visits from agency staff, facilitates prompt response from company staff and follows up on claims status to keep insureds informed and to work toward settlement of claims./liliMaintains orderly electronic files and information, following agency standards and procedures./liliVerifies accuracy and coverage adequacy on policies. Requests changes to correct errors and follows up./liliSurveys insureds loss exposures and recommends coverage at every service opportunity./liliVerifies accuracy of all cancellation notices and takes appropriate action./liliPerforms any other tasks and duties as directed by agency management./li/ulpQualifications/pulliHigh School Diploma or GED./liliTexas Property and Casualty license./liliCollege education or equivalent insurance experience./liliAbility to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately./liliAbility to understand written and oral communication and interpret abstract information./liliFull knowledge of insurance products and usages./liliAdequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists./liliFull knowledge of insurance markets and reference to markets./liliAbility to carry out complex tasks with concrete and abstract variables./liliAbility to add, subtract, multiply, and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions./liliAbility to utilize computer programs and understand functionality./liliAbility to process written and other materials visually./li/ulpCompensation: $40,000.00 - $80,000.00 per year/ppIf youre looking for a career that offers flexibility, job stability, strong compensation, and more, then youve come to the right place! Working with an IIAT member agency is a great career choice!/ppIIAT members are Trusted Choice independent insurance agencies. Independent insurance agents dont work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customersmore personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community./ppIIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing is this the right career for you?/p/div

Independent Insurance Agents of Texas (IIAT)